CAL
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Capital Advisors Ltd’s F&G Annuities & Life FG Stock Holding History

Capital Advisors Ltd’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8K Buy
284
+92
+48% +$2.52K ﹤0.01% 891
2026
Q1 		$5K Buy
192
+174
+967% +$4.54K ﹤0.01% 952
2025
Q4 		$1K Buy
18
+7
+64% +$219 ﹤0.01% 1185
2025
Q3 		$0 Hold
11
– – ﹤0.01% 1419
2025
Q2 		$0 Hold
11
– – ﹤0.01% 1428
2025
Q1 		$0 Hold
11
– – ﹤0.01% 1414
2024
Q4 		$0 Hold
11
– – ﹤0.01% 1442
2024
Q3 		$0 Hold
11
– – ﹤0.01% 1453
2024
Q2 		$0 Hold
11
– – ﹤0.01% 1468
2024
Q1 		$0 Hold
11
– – ﹤0.01% 1417
2023
Q4 		$1K Hold
11
– – ﹤0.01% 1131
2023
Q3 		$0 Hold
11
– – ﹤0.01% 1341
2023
Q2 		$0 Hold
11
– – ﹤0.01% 1366
2023
Q1 		$0 Hold
11
– – ﹤0.01% 1309
2022
Q4 		$0 Buy
+11
New +$224 ﹤0.01% 1350

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Capital Advisors Ltd's FG Position: Q2 2026 in Review

Capital Advisors Ltd increased its F&G Annuities & Life (FG) stake by 48% in Q2 2026, buying an estimated $2.52K and bringing the position to 284 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Capital Advisors Ltd first reported a position in FG in Q4 2022 and has held it in 15 quarters since. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Capital Advisors Ltd held 284 shares of F&G Annuities & Life worth $8K as of Q2 2026.
  • Capital Advisors Ltd bought 92 F&G Annuities & Life shares in Q2 2026, an estimated $2.52K.
  • F&G Annuities & Life made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #891 holding.
  • Capital Advisors Ltd first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.